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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
726
Fortis Capital Advisors
Kansas
$33M +$71.6K +106 +0.2%
QCG
727
Quadrant Capital Group
Ohio
$33M +$16.7M +24,682 +104%
MHWM
728
Montz Harcus Wealth Management
Louisiana
$32.9M -$488K -722 -1%
BWM
729
BigSur Wealth Management
Florida
$32.9M -$3.03M -4,487 -9%
AP
730
Americana Partners
Texas
$32.9M +$10.7M +15,793 +49%
RIA
731
Regal Investment Advisors
Michigan
$32.8M +$407K +602 +1%
EFS
732
Essex Financial Services
Connecticut
$32.7M +$75.7K +112 +0.2%
PWM
733
Palumbo Wealth Management
New York
$32.6M +$201K +298 +0.6%
PSP
734
Principal Street Partners
Tennessee
$32.6M +$45.3K +67 +0.1%
CCA
735
Childress Capital Advisors
Texas
$32.5M +$6.12M +9,050 +23%
HW
736
Hancock Whitney
Mississippi
$32.5M +$2.58M +3,810 +9%
PWW
737
Pettyjohn Wood & White
Virginia
$32.4M +$1.33M +1,967 +4%
EF
738
Empowered Funds
Pennsylvania
$32.4M +$25.3M +37,450 +374%
EAM
739
Erste Asset Management
Austria
$32.4M +$14.3M +21,209 +81%
BIAS
740
Beacon Investment Advisory Services
New Jersey
$32M +$11.8M +17,516 +60%
IGAM
741
iA Global Asset Management
Quebec, Canada
$31.9M -$15.7M -23,221 -33%
MIFH
742
Migdal Insurance & Financial Holdings
Israel
$31.8M +$854K +1,263 +3%
7WCP
743
71 West Capital Partners
Massachusetts
$31.8M +$31.6M +46,685 New
PA
744
Parallel Advisors
California
$31.8M +$426K +630 +1%
BWP
745
BSW Wealth Partners
Colorado
$31.8M -$575K -851 -2%
ZIM
746
Zacks Investment Management
Illinois
$31.7M +$3.67M +5,434 +13%
RWA
747
Redhawk Wealth Advisors
Minnesota
$31.7M +$3.13M +4,627 +11%
BFWA
748
Benchmark Financial Wealth Advisors
Florida
$31.6M -$1.44M -2,132 -4%
TMWM
749
Taylor & Morgan Wealth Management
Michigan
$31.6M +$912K +1,349 +3%
IFO
750
Independent Family Office
New York
$31.5M – – –
28 29
30
31 32